Zoho and Salesforce Consulting

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Knowing your business needs a powerful CRM solution is the first step.

Naturally, you want the best system that can integrate with your current applications and marketing efforts, that is also within reach of your budget. For businesses new to CRM, a total solution means an expert to guide you along the way.

At Taft Partners, our primary role is to listen. We ask the right questions so we can understand your business, your customers, and what challenges are keeping your business from reaching the next level. We help you define measurable goals using the right tools, with the right customization, to bring about your desired outcomes. We will show you where your investment will yield the highest ROI, and how to use all the tools effectively to empower your sales, marketing, and administrative teams.

Here are some of the key solutions provided when consulting with us:

  • Which CRM is right for your business
  • Configuring the database that serves your business needs
  • How each team is your organization can successfully use your CRM
  • Supporting the mobile needs of employees in the field
  • Determining whether you need a self-hosted, cloud-hosted, or remote hosted model
  • Designing custom reports to measure productivity
  • How to set up mobile users with the right training and ease of use

The first step is to discuss your unique situation with us. Give us a call today


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